Cade Gulick

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 08/2022
  Neal'S Lodges
  Concan, TX
• 12/2023 → 08/2025
  Texas A&M Corpus Christi (Rellis Campus)
  College Station, TX
• 06/2024 → 08/2024
  Greenwing Wealth Management
  San Antonio, TX
• 05/2015 → 05/2022
  Unemployed
  Floresville, TX
• 08/2020 → 12/2023
  Blinn College
  Bryan, TX
• 07/2023 → 05/2024
  Gulick Pressure Washing
  San Antonio, TX
• 08/2025 → Present
  Fidelity Investments
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-01-07

Other Names

• Cade Gulick
• Cade Wesley Gulick